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Reassessing Rearmament: Germany, Japan, and Contemporary Security Policy
Warnings of ‘rearmament’ in Germany and Japan might make for an easy analogy but they miss the point: The question is not whether these countries are increasing military capabilities, but why they are. And here is where the historical comparisons start to fall apart.
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Anthropic’s Fable Debacle and the Perils of Dual-use AI Technologies
The debacle surrounding the launch of Fable by Anthropic is only the tip of the iceberg of dual-use AI. If effective safeguards are not established, the AI arms race ensures that dangerous models will fall into the hands of bad actors.
2026 Gibraltar Agreement: Can Spain Erode British Sovereignty?
The UK and Spain celebrate the deal as a historic pact, yet the dispute over Gibraltar sovereignty persists.
Iran War Memorandum of Understanding, Paradigm Shift in US-Europe Relations | Geopolitics Weekly
Washington and Tehran agree on a memorandum of understanding, but the Iran war is far from over; Europeans are souring on trans-Atlantic relations just as the Trump administration rotates military assets away from the continent; and Ukraine’s FP-5 Flamingo has scored an early operational success deep within Russia.
Russia’s Irrecoverable Losses: Industrial Limits and the Future of Strategic Power
The Ukraine war revealed a Russian military that was far more fragile than assumed, and these weaknesses have multiplied as limited resources are funneled toward the immediate demands of the battlefield. When the dust has finally settled, Moscow will face tough questions over whether to rebuild its military capacity as a superpower or a middle power.
Network over Structure: Moving Beyond Globalization’s Integration-Isolation Binary
A data-based view of globalization suggests not a binary process of integration-isolation, but rather a layered network structure in which states occupy distinct positional roles in the global economy. It’s not participation that determines a state’s power, but where it’s situated in the global system.
Critical Minerals: Global Tellurium Supply and Demand
Tellurium represents a critical minerals paradox. On one hand, it accounts for a relatively small global market and tends to be understated in quantitative risk modeling. On the other, it remains a critical input in solar and defense supply chains and is subject to export restrictions from China, which remains the dominant force in global tellurium production.
The Iran War: Attack on Thirsty Nation
Water infrastructure has emerged as a strategic target in the Iran war, signaling a possible trend for future conflicts.
What Iran’s Latest Strike Reveals About Its Evolving Deterrence Strategy
New strikes on Israel show how the line between attacks on Iran and attacks on Iran’s strategic ecosystem is becoming blurred, resulting in new risks, new calculations, and a more complex regional security environment going forward.
“Hormuz Safe”: Iran’s Fifth Layer of Maritime Sovereignty
For Washington, Iran’s “Hormuz Safe” scheme is a dangerous proposition, demonstrating that a sanctioned state can build its own maritime financial infrastructure, bypassing Lloyd's, the dollar, and US sanctions simultaneously.
Escaping Southeast Asia’s Critical Minerals Trap
Critical minerals like nickel and tin may power the next economy, but extraction alone will not secure ASEAN’s place in it. Southeast Asia does not need to become the quarry of the energy transition. It needs to become one of its industrial architects.
Thai-Cambodian Maritime Dispute: From MOU 2001 to UNCLOS Conciliation
The institutional framework governing the Thai-Cambodian maritime dispute collapsed with Bangkok’s recent withdrawal from MOU 44. Here’s what the new process might look like.
DP World’s Brazil-Africa Corridor: Rise of a New South Atlantic Trade Lane?
DP World’s vision of a Brazil-Africa Corridor signals the steady extension of Gulf logistics control into the South Atlantic. But the project, which would alter supply chains for food, energy, and minerals, is far from geopolitically neutral.
Iran War Ceasefire Frays, Taiwan-China South China Sea Standoff, El Niño | Geopolitics Weekly
Pressure mounts on the Iran war ceasefire; Taiwan and China face off at a disputed atoll in the South China Sea; a supercharged El Niño threatens to compound an already dire food security outlook; and the House GOP defies President Trump on the Ukraine war.
Geopolitical Orientation on the Ballot in Armenia Elections
Armenians head to the polls on June 7. The election outcome will affect not just domestic governance, but Armenia’s geopolitical orientation going forward, with consequences for the peace process with Azerbaijan and wider stability across the South Caucasus.
Washington Risks Repeating Israel’s Strategic Mistake in the War of Attrition
The risk faced by the United States in the Strait of Hormuz mirrors Israel’s War of Attrition against Egypt: What presents as a contained skirmish may actually be setting the stage for a future regional war.
How the Ukraine War Reshaped Russia’s Long-Range Strike Capabilities
Russia has re-invented its long-range strike capabilities over the course of the Ukraine war, moving from import dependency and exhausted stockpiles to a domestic production capacity that is now eclipsing NATO.
Washington’s New Terrorist Designations Risks Derailing US-Brazil Relations
A US terrorist designation of two major Brazilian organized crime outfits is not a matter of law enforcement - it’s a geopolitical weapon, speak nothing of a compliance nightmare for regional banks, and it will reverberate across US-Brazilian relations for years to come.
Uneven Playing Field: Mexico, Iran, and the Geopolitics of the World Cup
The World Cup has afforded space for Mexico’s President Sheinbaum to play a constructive role in defusing Middle East tensions, but asymmetric realities will make it hard to repeat the trick on Cuba or the cartels.
Southeast Asia’s Quiet Verdict on US Power
Southeast Asia is not moving towards China. It is moving away from US dependence.
The Geopolitics of Geo-Engineering: Weather Warfare vs. Climate Security
Geoengineering risks transforming the climate itself into an arena of geopolitical competition, where the atmosphere, sunlight, and weather systems become objects of strategic control.
